Chariot

Do you know when to turn down a DAF gift? ?? DAFs are a fast-growing component of many organization's revenue, but DAF giving comes with some extra rules that are critical to follow - your 501c3 status could depend on it! Does everyone on your team - and your donors - know when you can graciously accept a DAF gift or have to politely decline it? ?? To help navigate this, we’ve put together a Gift Acceptance Policy Template specifically for DAF gifts, designed to post publicly for your team and supporters to easily reference. This resource will help you: ? Understand when to accept (and when not to accept) DAF gifts ? Clarify criteria and policies ? Ensure alignment across your entire organization ?? Download the template today at the link in the comments and start building more confidence and consistency in your DAF gift acceptance. #Nonprofits #DAF #Philanthropy

Join Us for the Third Webinar in Our Year-End Series! ?? In 2024, Chariot & K2D strategies led a first-of-its-kind research project - The DAF Fundraising Report. In addition to making several fascinating discoveries on DAF donor behavior and DAF giving trends, they also created the first DAF data framework that offers a shared best practice guide on properly tracking DAF Data. In this webinar you’ll hear from the lead researchers on why better DAF data is so important, the steps to clean up DAF data and how to get involved with the 2025 report. What You’ll Learn: ? The report’s value to participants and the broader sector ? Key findings from last year’s research ? Best practices for capturing and analyzing DAF data Featuring: Karin Kirchoff, Founder and President of K2D Strategies

???We have less than two weeks until GivingTuesday — are you ready? Kelsey Kramer from GivingTuesday spoke with Chariot’s Mitch Stein this week. Together they discussed some not-so-obvious facts about GivingTuesday and suggested actionable tips for your nonprofit. Check out our recap in the link below — there’s also a full recording if you want to watch the session for yourself! ??? Get excited for Part 3 of the giving season series: Getting Your DAF Data in Order, where we’ll be joined by Karin Kirchoff from K2D Strategies. #nonprofit #fundraising #givingseason

We are so glad to welcome Shoshana Edelman to the team! ?? Shoshana is a Product Manager at Chariot. She hails from Oakland CA, but is loving the opportunity to explore Brooklyn. Before Chariot, she worked at Lifelink Systems, building digital assistants to improve care for pharma companies and hospitals. One of her favorite projects was creating a no-code AI platform for custom patient engagement. In her free time, Shoshana enjoys baking, hiking, and volunteering — most recently with Cambridge School Volunteers, where she taught coding to fourth graders.

We’re back with our Second Year End Webinar: DAF Giving & Giving Tuesday ?? Join us this Wednesday, 11/20, at 12PM ET for our next webinar on DAF Giving at Year End. Kelsey Kramer from Giving Tuesday will join Chariot’s Mitch Stein to discuss best practices for Giving Tuesday this year and the best ways to maximize DAF support on the biggest giving day of the year! ????Sign up for free: https://lnkd.in/eXUT7E-3 Recording will be shared with anyone that signs up in advance ????

Join the second webinar in our Year End DAF Fundraising Series! On Giving Tuesday in 2023, Americans donated $3.1 billion. In this webinar, you’ll learn about the new role that DAF giving plays in Giving Tuesday, along with strategies and approaches Giving Day participants adopt to best prepare. You’ll learn: ?? Why Giving Tuesday matters more this year ?? How to engage DAF donors on Giving Tuesday ?? About DAF donors & what motivates them Featuring: Kelsey Kramer, Director of Partnerships at Giving Tuesday

How are you factoring DAF Giving into your year end fundraising strategy? ?? If you’re not sure, or wish you were doing it more, check out our guide to integrating DAF giving into a year end campaign. You’ll learn about the state of the DAF fundraising market, the most important elements of a nonprofit’s DAF strategy and a checklist of key steps to include in your campaign. Thank you to Tracy Malloy-Curtis, JD from Mal Warwick Donordigital (MWD) for leading this critical conversation and to everyone that joined the first session in our year end webinar series this week! And in case you missed the webinar live, there’s also a full recording available ?? ??? Get excited for Part 2 of the giving season series: DAF Giving & Giving Tuesday, where we’ll be joined by Kelsey Kramer from Giving Tuesday. #nonprofit #fundraising #givingseason

Do you know the biggest risks of DAF Giving? ?? If you don’t, no stress — they’re easy to avoid! Whether you work in the nonprofit world or you’re a donor, check out our latest blog post to learn about the common risks associated with DAF giving and the simple steps you can take to prevent them. ???Check out the full blog post, linked in the comments.

???New this week: Join the conversation on Integrating DAF Giving in Year End Fundraising on Wednesday, 11/13, at 12 PM ET This is the first installment of Chariot’s 5-part Year End Webinar Series covering all the key elements of successful DAF fundraising in the giving season. Tracy Malloy-Curtis, JD from Mal Warwick Donordigital will join Chariot's Head of Strategy, Mitch Stein, in this session to discuss how they are maximizing DAF giving across channels and campaigns for their clients in the coming weeks. Sign up for free: https://lnkd.in/eXUT7E-3 Recording will be shared with anyone that signs up in advance ????

Join the first webinar in our Year End DAF Fundraising Series! Year end is the most critical time in the fundraising calendar, with 30% of all giving happening in December! In this webinar, learn how to maximize DAF donations this giving season with an integrated DAF strategy. You’ll Gain: ? An understanding of where & how to best solicit DAF gifts ?? A checklist for essential fundraising assets ?? Strategies for aligning your team around DAF giving Featuring: Tracy Malloy Curtis, VP of Legacy Giving at Mal Warwick Donordigital